Creating a report for a subform child record and show parent data
I have a Client form (Name, Address) under which I can add a child Appointment (Date, Time, Location, SalesRep) in a subform.
Now I want to set up a report where I can view an Appointment and send it to a Sales rep for their records. I want to automatically include the client's name, address and other fields automatically on the report.
I DO NOT want to have a lookup field in the Appointment form where I have to ALSO manually select the client details from a drop down list in the Appointments form - this adds work.
Doesn't the subform created a join between parent and child? I want that join to be used by the child record to automatically insert the parent data into the report.
I come from a relational database background where this is simple because there's a primary key and foreign key relationship and the child record can access the parent fields directly.
Is it possible to do this (I feel) fairly important task in Zoho Creator?
Thanks for your help
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